See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,935 | $169,032-91.2% | $129,207-88.4% | $145,922-89.8% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 7.51% | 14330.11%-14322.6pp | 9417.33%-9409.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,826 | $5,537-67.0% | $4,153-56.0% | $4,660-60.8% |
| Participant deferral / active EE | $2,555 | $4,987-48.8% | $4,168-38.7% | $6,688-61.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |